ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 75 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $159,000 | -9.7% | 2,482 | +1.7% | 0.07% | -8.6% |
| Q4 2021 | $176,000 | +15.8% | 2,440 | +14.7% | 0.08% | +3.8% |
| Q3 2021 | $152,000 | +17.8% | 2,127 | +19.4% | 0.08% | +20.0% |
| Q2 2021 | $129,000 | +25.2% | 1,782 | +18.2% | 0.06% | +16.1% |
| Q1 2021 | $103,000 | +19.8% | 1,508 | +33.8% | 0.06% | +19.1% |
| Q4 2020 | $86,000 | +26.5% | 1,127 | +24.4% | 0.05% | +14.6% |
| Q3 2020 | $68,000 | +1.5% | 906 | +1.9% | 0.04% | -2.4% |
| Q2 2020 | $67,000 | +1.5% | 889 | -3.8% | 0.04% | -14.3% |
| Q1 2020 | $66,000 | +46.7% | 924 | +38.7% | 0.05% | +19.5% |
| Q4 2019 | $45,000 | – | 666 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 109,656 | $7,923,000 | 5.64% |
| Brio Consultants, LLC | 279,749 | $20,215,000 | 5.16% |
| Verde Capital Management | 88,113 | $6,367,000 | 2.68% |
| Centennial Wealth Advisory LLC | 56,677 | $4,095,000 | 2.56% |
| Stadion Money Management, LLC | 292,747 | $21,154,000 | 1.07% |
| Renasant Bank | 4,834 | $349,000 | 0.26% |
| AE Wealth Management LLC | 323,344 | $23,365,000 | 0.20% |
| WEALTHSOURCE PARTNERS, LLC | 24,954 | $1,803,000 | 0.16% |
| USAdvisors Wealth Management, LLC | 2,887 | $208,000 | 0.11% |
| Sound Income Strategies, LLC | 10,725 | $775,000 | 0.11% |